|
1201
|
Cornerstone Capital
Palo Alto,
California
|
$2.83M
|
-$9K
|
-75
|
-0.3%
|
|
|
1202
|
Smith, Moore & Co
Clayton,
Missouri
|
$2.82M
|
-$523K
|
-4,361
|
-15%
|
|
|
1203
|
|
$2.82M
|
–
|
–
|
–
|
|
|
1204
|
Wallace Capital Management
Dallas,
Texas
|
$2.81M
|
+$120
|
+1
|
+0%
|
|
|
1205
|
Calamos Wealth Management
Naperville,
Illinois
|
$2.81M
|
+$183K
|
+1,525
|
+6%
|
|
|
1206
|
Boltwood Capital Management
Walnut Creek,
California
|
$2.8M
|
-$45.6K
|
-380
|
-1%
|
|
|
1207
|
Vanguard Personalized Indexing Management
Oakland,
California
|
$2.79M
|
+$3.04M
|
+25,359
|
New
|
|
|
1208
|
United Asset Strategies
Garden City,
New York
|
$2.79M
|
-$73.9K
|
-616
|
-2%
|
|
|
1209
|
Ironvine Capital Partners
Omaha,
Nebraska
|
$2.76M
|
–
|
–
|
–
|
|
|
1210
|
International Assets Investment Management
Orlando,
Florida
|
$2.75M
|
+$3M
|
+24,999
|
New
|
|
|
1211
|
Reilly Financial Advisors
La Mesa,
California
|
$2.75M
|
+$173K
|
+1,440
|
+6%
|
|
|
1212
|
Clean Yield Group
Norwich,
Vermont
|
$2.75M
|
-$2.63M
|
-21,897
|
-47%
|
|
|
1213
|
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
|
$2.74M
|
-$304K
|
-2,531
|
-9%
|
|
|
1214
|
Schnieders Capital Management
Pasadena,
California
|
$2.73M
|
–
|
–
|
–
|
|
|
1215
|
Roberts, Glore & Co
Deerfield,
Illinois
|
$2.73M
|
-$16.2K
|
-135
|
-0.5%
|
|
|
1216
|
Summit X LLC
Chesterfield,
Missouri
|
$2.72M
|
+$142K
|
+1,180
|
+5%
|
|
|
1217
|
Verdence Capital Advisors
Hunt Valley,
Maryland
|
$2.72M
|
-$36.8K
|
-307
|
-1%
|
|
|
1218
|
Delta Financial Advisors
New Orleans,
Louisiana
|
$2.72M
|
-$988K
|
-8,235
|
-25%
|
|
|
1219
|
Peoples Bank (Ohio)
Marietta,
Ohio
|
$2.72M
|
+$110K
|
+915
|
+4%
|
|
|
1220
|
Osterweis Capital Management
San Francisco,
California
|
$2.72M
|
-$2.4K
|
-20
|
-0.1%
|
|
|
1221
|
CenturyLink Investment Management
Denver,
Colorado
|
$2.72M
|
–
|
–
|
–
|
|
|
1222
|
CSat Investment Advisory
Detroit,
Michigan
|
$2.71M
|
+$622K
|
+5,183
|
+27%
|
|
|
1223
|
Surevest
Los Angeles,
California
|
$2.71M
|
+$498K
|
+4,148
|
+20%
|
|
|
1224
|
PFS Investments
Duluth,
Georgia
|
$2.7M
|
+$941K
|
+7,841
|
+47%
|
|
|
1225
|
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
$2.7M
|
-$58.7K
|
-489
|
-2%
|
|
